Sherri Daniels

Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities.

Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund.

Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund.

Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.